Duncan Lamont, CFA, Head of Strategic Research at Schroders After crashing hard in April, the US stock market rebounded even harder, recently hitting a new all-time high. This has left...
Investment / Asset Management
Alexforbes Investments releases 2025 Stewardship Report
Alexforbes Investments has released its 2025 Stewardship Report, reaffirming its commitment to responsible investing and ESG (environmental, social and governance) integration. The report...
No ‘one-size-fits-all’ anymore: asset allocation in a fractured market
Tebogo Moopa, Portfolio Manager at Glacier Invest Meet the Managers 2025 Markets do not move on numbers; they move on narratives. That’s a line often heard, but in a world...
Taco, Toasters, Fire and Oranges
Izak Odendaal, Investment Strategist at Old Mutual Wealth After a brief hiatus, US President Donald Trump’s trade war is back in full swing. Or is it? The 90-day suspension of the...
Private credit: evolution, not revolution
Alexander Engelhard, Portfolio Manager, and Karl Engelhard, Portfolio Manager at Skybound Capital Private credit has entered the financial spotlight, often hailed as an emerging asset...
Sovereign debt dynamics: the alarming backdrop to rising geopolitical risk
David Rees, Head of Global Economics and Johanna Kyrklund Group Chief Investment Officer at Schroders Sovereign debt ratios have risen substantially across the world in recent decades,...
Three reasons for choosing active management in 2025
Philip Robotham, Head of Intermediary at Schroders, South Africa While passive investing is a cost-effective way to gain exposure to equity markets, it tends to work well in a calm,...
SA’s top banks face new competitive realities
Byron Jackson-Miller, Analyst at Foord Asset Management South African banks have delivered solid returns since the post-COVID lows. However, as economic growth remains weak, interest...
Tariffs, dollar weakness and where to find investment opportunities, according to Schroders experts: Schroders’ market outlook
David Rees, Head of Global Economics, Duncan Lamont, Head of Strategic Research and Remi Olu-Pitan, Global Head of Multi-Asset Growth and Income Strategy at Schroders According to...
Low-hanging fruit lies everywhere
Nancy Hossack, Portfolio Manager at Foord, & Frans Cronje, Political Economist at Frans Cronje Private Clients Portfolio manager Nancy Hossack recently hosted political economist...
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